Mission and Values 2018-11-29T18:22:33+00:00

OUR MISSION

Investor Solutions, Inc. is committed to improving our clients’ financial security, assisting them in achieving their investment goals, and providing them with financial peace of mind. Clients can rest assured knowing that we always put their needs first and that the investment advice we provide them is always in their best interest.

Our clients benefit from our knowledge and experience in the application of leading edge modern financial research to generate highly effective, low cost, low risk, and low tax exposure investment strategies. This approach translates into the highest probability of a successful investment experience for them.

Our company and its employees embrace the fiduciary ethic, pledging to provide objective advice, professional competence, and exceptional personalized service.

CORPORATE VALUES

FIDUCIARY RESPONSIBILITY

We are pure fiduciaries; always putting our client’s needs first. Our staff exercises the highest standard of care in protecting and promoting the interests of our clients, and will provide a written disclosure containing any conflicts of interest that may compromise their impartiality or independence. As fiduciaries, we shall not accept any referral fees or compensation that is contingent upon the purchase or sale of any financial product.

INTEGRITY

All professional services shall be rendered with the highest level of integrity.

OBJECTIVITY

Our staff members shall provide advice that is objective and in the best interest of the client, without actual or perceived conflicts of interest.

COMPETENCE

Our staff members shall maintain the necessary knowledge and skills to provide our clients with competent advice and services.

FAIRNESS

All professional services shall be performed in a manner that is fair and reasonable to our clients.

CONFIDENTIALITY

All staff members shall maintain and safeguard all confidential client information in accordance with applicable laws.

DILIGENCE

Our staff members shall ensure the accuracy and completeness of records, information, and data collected, used and managed, and will take necessary steps to correct any discrepancies.

REGULATORY COMPLIANCE

Our staff members shall comply fully with appropriate laws and internal regulations.

WORLD CLASS SERVICE

Our clients expect long term close personal relationships, confidentiality, individualized service, timely reporting, and assistance with related financial concerns wherever they are in the world. With the technology of the internet, fax, phone, and express overnight delivery, distance is no longer an impediment to close, personalized support. We are easily as accessible as an office down the street. Our clients like the customized personal attention we offer and so will you. A telephone call will always get you a real person, not an automated system. It is our duty to promptly return all phone calls and e-mails.

By putting your needs first, we always provide world class service and strengthen our relationship. Our service is just one of the things that set us apart from other investment managers and institutions.

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OUR BOOKS

“INVESTMENT STRATEGIES FOR THE 21st CENTURY”
by Frank Armstrong

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“THE INFORMED INVESTOR”
by Frank Armstrong

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“THE RETIREMENT CHALLENGE – SINK OR SWIM”
by Frank Armstrong

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“SAVE YOUR RETIREMENT”
by Frank Armstrong

READ MORE

“INVESTMENT STRATEGIES FOR THE 21st CENTURY”
by Frank Armstrong

“THE INFORMED INVESTOR”

by Frank Armstrong

“THE RETIREMENT CHALLENGE – SINK OR SWIM”
by Frank Armstrong

“SAVE YOUR RETIREMENT”

by Frank Armstrong

GET A FREE COPY
READ MORE
READ MORE
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